She's got Dan Loeb as her biggest shareholder and advocate on her board. Dan knows what investors want to hear. I'm not saying one stakeholder group matters more than another. That's certainly not true. I'm just saying that all stakeholders matter and need to be cared for and nurtured to maximize the company's long-term success. It's certainly still early days for Mayer, and there are lots of opportunities in front of her to win back the trust of shareholders. I continue to be excited with the new products she'll nurture and the deals she'll make. However, she needs to understand clearly that this 8-K was a bungle of the highest degree. Hopefully, she'll learn from it. At the time of publication, Jackson was long Yahoo! This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.